Marsico 21St Century Fund

Class No Load (MXXIX)
Scorecard
3 / 5 Stars
Lipper
2 2 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#174 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 39.95 percent over the past year, 11.70 percent over the past three years, 22.35 percent over the past five years, and 8.02 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.8%
1 Year 39.9%
3 Years (Annualized) 11.7%
5 Years (Annualized) 22.4%
10 Years (Annualized) 8.0%

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for long-term growth potential. It may invest in companies of any size, and will normally hold a core position of between 35 and 60 common stocks. The fund may invest without limitation in foreign securities. These securities may be traded in the U.S. or in foreign markets or both, and may be economically tied to emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
Marsico 21St Century Fund has an expense ratio of 1.41 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Marsico Investment Fund Funds